who runs it
Organizations running this strategy · 6
what it looks like in practice
Activities of orgs running this strategy
A sample of programmatic activities from the orgs above — what the strategy looks like on the ground.
- Conducts specialized tax training seminars and courses on current issues COMMITTEE OF BANKING INSTITUTIONS ON TAXATIONdirect serviceOrganizes two to three training sessions annually focused on current taxation issues for employees of member financial institutions, including courses on PFIC taxation, irrevocable trusts, digital asset reporting, SECURE 2.0, foreign trusts, and other specialized topics announced for 2024 and 2025.
- Facilitates member participation in educational events through registration policies COMMITTEE OF BANKING INSTITUTIONS ON TAXATIONdirect serviceAllows member institutions to send substitute attendees in place of named representatives, up to the number of memberships held, and offers discounted registration and fee waivers for presenters.
- Maintains and disseminates a collection of tax-related documents and resources COMMITTEE OF BANKING INSTITUTIONS ON TAXATIONresearchCurates and provides access to a repository of documents from past CBIT events, supporting ongoing learning and reference for members.
- Makes educational handouts and materials from tax events available to members COMMITTEE OF BANKING INSTITUTIONS ON TAXATIONdirect serviceProduces and distributes handouts from Spring and Fall Tax Days, Tax Training Seminars, and other CBIT events, including the FATCA Tax Conference, and makes them available online for member access.
- Offers continuing professional education (CPE and CLE) programs for tax professionals COMMITTEE OF BANKING INSTITUTIONS ON TAXATIONcapacity buildingProvides qualified educational sessions and courses that help tax professionals meet annual CPE and New York CLE requirements, including through events such as Spring and Fall Tax Days and specialized training seminars.
- Organizes annual Spring and Fall Tax Days with expert presentations and discussions COMMITTEE OF BANKING INSTITUTIONS ON TAXATIONdirect serviceHosts all-day educational events each spring and fall featuring sessions on current tax topics, expert presentations, and participation by government representatives, with sessions running from 8:45 AM to 4:30 PM. These events include lunch and a cocktail reception for attendees.
- Advocates for members at state and national policy forums SELF-INSURERS ASSOCIATIONadvocacyRepresents self-insurers’ interests through participation in legislative hearings, the New York Business Council’s Workers’ Compensation Committee, and the National Council of Self-Insurers, while disseminating national-level policy information to members.
- Appoints leadership roles to support organizational governance SELF-INSURERS ASSOCIATIONcapacity buildingAppoints key leadership positions such as Special Counsel and Board of Managers members to guide association strategy and governance.
- Conducts research and publishes case law reviews SELF-INSURERS ASSOCIATIONresearchProduces and disseminates research, including a published 2020 case law review summarizing key developments in workers’ compensation jurisprudence.
- Convenes the Individual Self-Insurance Advisory Committee SELF-INSURERS ASSOCIATIONadvocacyStatutorily mandated to convene a biannual advisory committee that meets with the Chair of the New York State Workers’ Compensation Board to provide input on workers’ compensation matters.
- Disseminates regulatory and legislative updates to members SELF-INSURERS ASSOCIATIONdirect serviceProvides self-insuring businesses with timely information on pending legislation, changes in the law, new regulations, and other developments in self-insurance through an established information network.
- Hosts annual and spring meetings for members and stakeholders SELF-INSURERS ASSOCIATIONdirect serviceOrganizes recurring in-person events including an annual meeting and spring workshop that feature presentations, networking, policy updates, and engagement opportunities with key officials such as the Workers’ Compensation Board leadership.
- Maintains formal engagement with the Workers’ Compensation Board SELF-INSURERS ASSOCIATIONadvocacyEngages in ongoing collaboration with the New York State Workers’ Compensation Board, including providing input upon request and facilitating direct access between members and Board leadership.
- Offers tiered membership categories for organizations and professionals SELF-INSURERS ASSOCIATIONcapacity buildingProvides active, professional, and affiliate membership opportunities for self-insuring businesses, service providers, and affiliated organizations to support networking and professional development.
- Organizes charity events in support of Kids Chance of New York SELF-INSURERS ASSOCIATIONdirect serviceConducts fundraising activities including an annual charity golf outing to support Kids Chance of New York, a nonprofit assisting children of injured workers.
- Provides expert interpretation of workers’ compensation regulations SELF-INSURERS ASSOCIATIONdirect serviceOffers members access to expert analysis and guidance on workers’ compensation regulations and processes from legal and claims professionals.
- Hosting forums for accounting profession discussions ACCOUNTANTS FORUM INCdirect serviceProvides a forum for discussion of activities and issues within the accounting profession, facilitating dialogue among professionals in the field.
- Advocacy on legislative and regulatory issues for insurance brokers COUNCIL OF INSURANCE BROKERS OF GREATER NEW YORKadvocacyEngages in advocacy efforts focused on key legislative and regulatory issues affecting independent insurance brokers in the greater New York region, including Loss Runs, Late Notice of Claims, Self Service Storage Company Limited Insurance Licenses, and Certificates of Insurance.